Prologis (NYSE:PLD) Updates FY 2026 Earnings Guidance

Prologis (NYSE:PLD) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 6.000-6.200 for the period, compared to the consensus EPS estimate of 4.120. The company issued revenue guidance of -.

Prologis Price Performance

NYSE:PLD opened at $131.17 on Thursday. The firm’s fifty day moving average is $128.24 and its two-hundred day moving average is $118.98. The firm has a market cap of $121.84 billion, a price-to-earnings ratio of 38.24, a PEG ratio of 3.82 and a beta of 1.40. The company has a debt-to-equity ratio of 0.62, a quick ratio of 0.64 and a current ratio of 0.64. Prologis has a one year low of $85.35 and a one year high of $134.94.

Prologis (NYSE:PLD) last released its quarterly earnings data on Wednesday, January 21st. The real estate investment trust reported $1.44 earnings per share for the quarter, meeting analysts’ consensus estimates of $1.44. Prologis had a return on equity of 5.55% and a net margin of 36.71%.The business had revenue of $2.25 billion during the quarter, compared to analyst estimates of $2.09 billion. During the same quarter last year, the business posted $1.42 EPS. The company’s revenue was up 7.8% on a year-over-year basis. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. Research analysts expect that Prologis will post 5.73 EPS for the current year.

Prologis Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Tuesday, December 16th were given a $1.01 dividend. This represents a $4.04 annualized dividend and a yield of 3.1%. The ex-dividend date was Tuesday, December 16th. Prologis’s dividend payout ratio is currently 117.78%.

Analysts Set New Price Targets

PLD has been the subject of several recent research reports. Morgan Stanley set a $135.00 target price on shares of Prologis in a report on Friday, January 16th. UBS Group increased their target price on shares of Prologis from $137.00 to $144.00 and gave the stock a “buy” rating in a research note on Thursday, January 8th. Truist Financial raised their target price on Prologis from $131.00 to $142.00 and gave the company a “buy” rating in a research report on Tuesday. BMO Capital Markets raised Prologis from an “underperform” rating to a “market perform” rating and set a $119.00 price target for the company in a report on Monday, October 20th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Prologis in a research report on Monday, December 29th. Eleven investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Prologis currently has an average rating of “Moderate Buy” and a consensus price target of $133.00.

Insiders Place Their Bets

In other news, Director James B. Connor sold 80,000 shares of the business’s stock in a transaction that occurred on Friday, October 24th. The stock was sold at an average price of $126.58, for a total transaction of $10,126,400.00. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Cristina Gabriela Bita sold 621 shares of the company’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $127.60, for a total value of $79,239.60. Following the completion of the sale, the director owned 8,208 shares of the company’s stock, valued at $1,047,340.80. This trade represents a 7.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 81,121 shares of company stock valued at $10,267,210 in the last ninety days. Insiders own 0.57% of the company’s stock.

More Prologis News

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Q4 revenue and leasing beat consensus as warehouse demand rebounds—management pointed to strength from retailers, e?commerce and manufacturers, supporting confidence in future earnings growth. Prologis beats quarterly revenue estimates as warehouse demand holds firm
• Positive Sentiment: Company raised FY?2026 EPS guidance to $6.00–$6.20 (well above prior consensus), a strong forward signal that helped lift sentiment. Prologis Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Record leasing activity (228 million sq. ft. in 2025) and expansion of data?center power capacity underpin longer?term growth in logistics and data?center demand. Prologis Signs Record Leases In 2025, Expands Power For Data Centers
• Positive Sentiment: Analyst support: Truist raised its price target to $142 and Wells Fargo initiated/maintained a buy, adding buy?side momentum. Truist Financial Raises Prologis (NYSE:PLD) Price Target to $142.00
• Neutral Sentiment: Reported EPS ($1.44) essentially met consensus while revenue outperformed; mixed figures leave valuation/earnings quality to be watched going forward. Prologis Q4 and FY2025 results summary
• Neutral Sentiment: Core FFO dynamics are mixed: some beats on quarterly FFO vs estimates, but comparison to prior year is ambiguous. Prologis (PLD) Q4 FFO Beat Estimates
• Negative Sentiment: Higher interest costs are a headwind—elevated financing expenses were called out as weighing on some metrics. This raises sensitivity to rates for a capital?intensive REIT. Prologis Q4 FFO Meets Estimates, Rental Revenues Rise Y/Y
• Negative Sentiment: Core FFO per share edged down year?over?year in the quarter (1.44 vs 1.50), showing a modest earnings?quality drag despite revenue gains. Prologis Reports Fourth Quarter and Full Year 2025 Results

Institutional Trading of Prologis

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Schnieders Capital Management LLC. raised its holdings in Prologis by 45.4% in the 2nd quarter. Schnieders Capital Management LLC. now owns 10,728 shares of the real estate investment trust’s stock valued at $1,128,000 after buying an additional 3,350 shares during the period. Brighton Jones LLC raised its stake in shares of Prologis by 629.0% in the 4th quarter. Brighton Jones LLC now owns 17,475 shares of the real estate investment trust’s stock valued at $1,847,000 after acquiring an additional 15,078 shares during the period. Synergy Financial Group LTD lifted its holdings in shares of Prologis by 8.2% in the 3rd quarter. Synergy Financial Group LTD now owns 3,197 shares of the real estate investment trust’s stock worth $366,000 after acquiring an additional 242 shares during the last quarter. Harvest Fund Management Co. Ltd lifted its holdings in shares of Prologis by 30.6% in the 3rd quarter. Harvest Fund Management Co. Ltd now owns 3,189 shares of the real estate investment trust’s stock worth $365,000 after acquiring an additional 748 shares during the last quarter. Finally, CYBER HORNET ETFs LLC boosted its position in shares of Prologis by 3.7% during the 3rd quarter. CYBER HORNET ETFs LLC now owns 2,523 shares of the real estate investment trust’s stock worth $289,000 after purchasing an additional 90 shares during the period. 93.50% of the stock is owned by institutional investors and hedge funds.

Prologis Company Profile

Prologis, Inc is a real estate investment trust (REIT) specializing in logistics and distribution facilities. The company focuses on acquiring, developing, and managing high-quality industrial real estate assets that support supply chain infrastructure for third-party logistics providers, e-commerce businesses, retailers and manufacturers. Its portfolio primarily consists of warehouse and distribution centers designed to optimize goods movement and storage near key transportation hubs.

With a global presence, Prologis serves customers across the Americas, Europe and Asia Pacific.